About Kevin P. Sweeney of MODERA WEALTH
Kevin P. Sweeney is Chief Compliance Officer And Chief Operating Officer at Modera Wealth Management Llc and has been affiliated with Modera Wealth Management Llc since July-2013.
Modera Wealth Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 42 employees, of which 24 perform investment advisory functions. The managers's latest filing has disclosed 8BN in positions, which represents 510% of the manager's regulatory AUM.
For more on Modera Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Modera Wealth Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 42 employees, of which 24 perform investment advisory functions. The managers's latest filing has disclosed 8BN in positions, which represents 510% of the manager's regulatory AUM.
For more on Modera Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
MODERA WEALTH StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.7%/yr
Co-workers of Kevin P. Sweeney at MODERA WEALTH
| Name | Title | In Position Since |
|---|
| Thomas A. Orecchio | Elected Manager | November-2010 |
| Mark A. Willoughby | Elected Manager | November-2010 |
| Robert D. Siefert | Elected Manager | November-2010 |
| John J. Ceparano | Elected Manager | July-2014 |
| Gregory N. Plechner | Elected Manager | November-2010 |
Fundamental & Technical Factor Exposure
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Kevin P. Sweeney Office Address
535 BOYLSTON STREET
SUITE 300
BOSTON, Massachusetts
UNITED STATES, 02116
SUITE 300
BOSTON, Massachusetts
UNITED STATES, 02116
Kevin P. Sweeney Contact Information
Phone Number: (617) 247-0518
Fax Number: (617) 247-0098
Website: http://www.moderawealth.com
Fax Number: (617) 247-0098
Website: http://www.moderawealth.com
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